When Ron Carson recently announced he was dropping his personal FINRA registration to operate as an Investment Advisor Representative of the RIA, it made waves in the industry. Advisors are excited by the prospect of added simplification and fewer requirements. But how does the Carson Brokerage Solution work?
Ryan Oleson, Director of Brokerage Operations at Carson, explores the advantages of the Carson Brokerage Solution.
In this webinar, you’ll learn:
- What the Brokerage Solution is and what it could mean for your practice
- Why it matters to the future of our industry
- How it works
- And much more
Recent Posts
Blog
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
Blog
Jessica Flynn: Attracting & Retaining Next-Gen Talent
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Blog
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
Blog
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …